Whether you have a plan or are just starting, this complimentary workshop will help you understand how to create the retirement you desire. Shane and Susan use realistic life scenarios to illustrate the analysis and planning work they typically provide to their clients.
We will present simple, smart strategies that you can take home. This is a great opportunity for people of all ages looking for actionable tips and suggestions, and come away motivated and inspired about your financial future.
Workshop participants will learn how to:
- Strategies to help your assets last your lifetime
- Help protect your buying power against inflation
- Create a tax-free income stream in retirement
- Reduce your tax bill and help preserve your investments by utilizing tax deferral strategies
- Proactively plan for tax and financial market volatility
Participants receive a workbook of all materials presented. The workshop is educational and does not present any financial products. Early registration is encouraged.
A full dinner catered by Maggiano’s will be provided, so be sure to bring your questions, concerns, and a good appetite! Space is limited, so please RSVP for the number of guests you are planning to bring.